Bank of America Corp
BAC- Exchange
- NYSE
- Industry
- National Commercial Banks
- SEC CIK
- 0000070858
No open-market purchases or sales by Bank of America Corp insiders were filed in the last 90 days; 3,620 institutions reported holding it in 13F filings for Q2 2026, worth $304.8B in total; 4 superinvestors hold it, including Berkshire Hathaway and Harris Associates (Oakmark).
Other share classesBACRPBAC.PBBAC.PEBAC.PKBAC.PLBAC.PMBAC.PNBAC.POBAC.PPBAC.PQBAC.PSBML.PGBML.PHBML.PJBML.PLMER.PK
13F holders, Q3 2023
Institutional positions in Bank of America Corp as of Sep 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,624
- +3 vs. Q2 2023
- Shares held
- 5.51B
- +8.38M (+0.2%) vs. Q2 2023
- Total value
- $150.9B
- −$6.88B (−4.4%) vs. Q2 2023
- New holders
- 151
- 996 more added
- Sold out
- 148
- 1,186 more reduced
30 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BAC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,620 | $304.8B |
| Q1 2026 | 3,492 | $259.2B |
| Q4 2025 | 3,615 | $303.6B |
| Q3 2025 | 3,366 | $281.7B |
| Q2 2025 | 3,321 | $260.1B |
| Q1 2025 | 3,214 | $231.2B |
| Q4 2024 | 3,276 | $247.3B |
| Q3 2024 | 2,988 | $220.6B |
| Q2 2024 | 2,955 | $224.3B |
| Q1 2024 | 2,924 | $213.8B |
| Q4 2023 | 2,859 | $188.1B |
| Q3 2023 | 2,624 | $150.9B |
| Q2 2023 | 2,651 | $158.0B |
| Q1 2023 | 2,664 | $157.5B |
| Q4 2022 | 2,722 | $186.9B |
| Q3 2022 | 2,605 | $169.7B |
| Q2 2022 | 2,647 | $173.8B |
| Q1 2022 | 2,795 | $231.9B |
| Q4 2021 | 2,791 | $254.9B |
| Q3 2021 | 2,500 | $248.4B |
| Q2 2021 | 2,495 | $249.6B |
| Q1 2021 | 2,479 | $237.1B |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding Bank of America Corp; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Segall Bryant & Hamill, LLC | 162,827 | $4.46M | 0.05% | −10,056−5.8% | Reduced |
| Woodstock Corp | 163,192 | $4.47M | 0.56% | −8,606−5.0% | Reduced |
| Holocene Advisors, LP | 164,130 | $4.49M | 0.02% | +164,130 | New |
| Cetera Advisors LLC | 164,326 | $4.50M | 0.07% | −2,503−1.5% | Reduced |
| Trustmark National Bank Trust Department | 164,437 | $4.50M | 0.44% | +40,357+32.5% | Added |
| Lincoln National Corp | 164,668 | $4.51M | 0.09% | +6,924+4.4% | Added |
| Empowered Funds, LLC | 165,025 | $4.52M | 0.13% | +2,462+1.5% | Added |
| Whalerock Point Partners, LLC | 165,095 | $4.52M | 1.57% | −4,645−2.7% | Reduced |
| Harvest Portfolios Group Inc. | 165,895 | $4.54M | 0.21% | +2,841+1.7% | Added |
| Boyar Asset Management Inc. | 165,957 | $4.54M | 3.57% | −95−0.1% | Reduced |
| Unison Asset Management LLC | 167,161 | $4.58M | 3.01% | +2,138+1.3% | Added |
| Fusion Capital, LLC | 167,397 | $4.58M | 2.58% | +13,644+8.9% | Added |
| Greenleaf Trust | 167,497 | $4.59M | 0.05% | +4,436+2.7% | Added |
| Webster Bank, N. A. | 168,131 | $4.60M | 0.62% | −999−0.6% | Reduced |
| R.m.sincerbeaux Capital Management LLC | 168,234 | $4.61M | 3.51% | −9,277−5.2% | Reduced |
| Caas Capital Management LP | 168,257 | $4.61M | 1.02% | +168,257 | New |
| Jacobi Capital Management LLC | 168,892 | $4.62M | 0.52% | +1,925+1.2% | Added |
| EULAV Asset Management | 170,000 | $4.65M | 0.17% | −180,000−51.4% | Reduced |
| Roanoke Asset Management Corp | 170,348 | $4.66M | 1.91% | −1,520−0.9% | Reduced |
| Resources Investment Advisors, LLC. | 173,316 | $4.75M | 0.10% | +10,594+6.5% | Added |
| Means Investment Co., Inc. | 173,609 | $4.75M | 0.78% | −7,973−4.4% | Reduced |
| Stolper Co | 173,843 | $4.76M | 2.06% | −109−0.1% | Reduced |
| Ameritas Investment Partners, Inc. | 174,269 | $4.77M | 0.19% | −13,122−7.0% | Reduced |
| Fagan Associates, Inc. | 174,388 | $4.77M | 1.15% | −586−0.3% | Reduced |
| Teza Capital Management LLC | 174,608 | $4.78M | 0.78% | −155,138−47.0% | Reduced |
| Gibraltar Capital Management, Inc. | 175,040 | $4.79M | 2.13% | +1,425+0.8% | Added |
| Van Den Berg Management I, Inc | 175,548 | $4.81M | 1.68% | +3,571+2.1% | Added |
| Asio Capital, LLC | 175,601 | $4.81M | 1.28% | +191+0.1% | Added |
| Baldwin Brothers Inc | 176,544 | $4.83M | 0.42% | −1,632−0.9% | Reduced |
| Lindbrook Capital, LLC | 177,772 | $4.87M | 0.54% | −11,133−5.9% | Reduced |
| River Wealth Advisors LLC | 178,671 | $4.89M | 0.88% | +8,351+4.9% | Added |
| First Financial Bank - Trust Division | 178,724 | $4.89M | 0.54% | +895+0.5% | Added |
| Goelzer Investment Management, Inc. | 179,374 | $4.91M | 0.35% | +84,736+89.5% | Added |
| Greenwood Capital Associates LLC | 180,842 | $4.95M | 0.72% | −2,107−1.2% | Reduced |
| Resources Management Corp | 181,648 | $4.97M | 0.81% | +1,978+1.1% | Added |
| Intrust Bank NA | 181,728 | $4.98M | 0.63% | −5,932−3.2% | Reduced |
| Thoroughbred Financial Services, LLC | 182,008 | $4.98M | 0.49% | +70,378+63.0% | Added |
| Baker Avenue Asset Management, LP | 181,996 | $4.98M | 0.25% | +1,460+0.8% | Added |
| Lee Danner & Bass Inc | 182,150 | $4.99M | 0.45% | +152+0.1% | Added |
| Northeast Investment Management | 182,186 | $4.99M | 0.29% | −7,427−3.9% | Reduced |
| Siemens Fonds Invest GmbH | 182,546 | $5.00M | 0.51% | +9,298+5.4% | Added |
| Edge Capital Group, LLC | 182,641 | $5.00M | 0.32% | −41,517−18.5% | Reduced |
| Qsemble Capital Management, LP | 182,800 | $5.01M | 0.94% | +147,700+420.8% | Added |
| United Services Automobile Association | 184,523 | $5.05M | 0.13% | +18,504+11.1% | Added |
| Vinva Investment Management Ltd | 183,667 | $5.06M | 0.48% | +9,257+5.3% | Added |
| Ashton Thomas Private Wealth, LLC | 185,628 | $5.08M | 0.37% | +13,596+7.9% | Added |
| Fundamentun, LLC | 186,286 | $5.10M | 0.76% | +10,696+6.1% | Added |
| Bridge Creek Capital Management LLC | 186,480 | $5.11M | 1.94% | +3,495+1.9% | Added |
| Silicon Valley Capital Partners | 186,775 | $5.11M | 0.96% | +57,230+44.2% | Added |
| Evercore Wealth Management, LLC | 187,176 | $5.12M | 0.10% | −5,945−3.1% | Reduced |
| Harvey Capital Management Inc | 187,575 | $5.14M | 1.81% | −9,550−4.8% | Reduced |
| One River Asset Management, LLC | 188,480 | $5.19M | 2.42% | +144,319+326.8% | Added |
| Westpac Banking Corp | 190,888 | $5.23M | 0.39% | +137,203+255.6% | Added |
| Moneta Group Investment Advisors LLC | 192,006 | $5.26M | 0.12% | +141+0.1% | Added |
| Montgomery Investment Management Inc | 192,511 | $5.27M | 1.82% | −1,400−0.7% | Reduced |
| Brinker Capital Investments, LLC | 192,791 | $5.28M | 0.06% | −24,966−11.5% | Reduced |
| Orion Portfolio Solutions, LLC | 192,791 | $5.28M | 0.06% | −24,966−11.5% | Reduced |
| Warren Averett Asset Management, LLC | 193,904 | $5.31M | 0.23% | −100,297−34.1% | Reduced |
| Rench Wealth Management, Inc. | 194,227 | $5.32M | 2.44% | +1,326+0.7% | Added |
| Dakota Wealth Management | 194,504 | $5.33M | 0.24% | −11,887−5.8% | Reduced |
| Atlantic Union Bankshares Corp | 194,621 | $5.33M | 0.55% | +11,622+6.4% | Added |
| Great Lakes Retirement, Inc. | 194,787 | $5.33M | 0.96% | +14,000+7.7% | Added |
| Valeo Financial Advisors, LLC | 195,409 | $5.35M | 0.24% | −9,813−4.8% | Reduced |
| First Hawaiian Bank | 195,881 | $5.36M | 0.18% | +37,630+23.8% | Added |
| Wetherby Asset Management Inc | 196,493 | $5.38M | 0.31% | −11,586−5.6% | Reduced |
| Allworth Financial LP | 197,055 | $5.40M | 0.05% | +4,758+2.5% | Added |
| Boothe Investment Group, Inc. | 197,548 | $5.41M | 2.72% | +31,505+19.0% | Added |
| Pavion Blue Capital, LLC | 197,643 | $5.41M | 3.29% | −600.0% | Reduced |
| Viking Fund Management LLC | 200,000 | $5.48M | 1.10% | 00.0% | Unchanged |
| Blue Investment Partners LLC | 200,479 | $5.49M | 4.37% | 00.0% | Unchanged |
| Kerrisdale Advisers, LLC | 200,849 | $5.50M | 1.74% | −25,340−11.2% | Reduced |
| Searle & Co. | 201,060 | $5.51M | 1.87% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 201,490 | $5.52M | 0.47% | +930.0% | Added |
| Consolidated Investment Group LLC | 202,013 | $5.53M | 1.07% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 211,758 | $5.53M | 2.67% | +126+0.1% | Added |
| World Equity Group, Inc. | 203,220 | $5.56M | 1.16% | +104,034+104.9% | Added |
| Northwest & Ethical Investments L.P. | 203,975 | $5.58M | 0.19% | −974−0.5% | Reduced |
| Everence Capital Management Inc | 204,460 | $5.60M | 0.43% | +12,390+6.5% | Added |
| Udine Wealth Management, Inc. | 205,026 | $5.61M | 5.43% | +43,015+26.6% | Added |
| Cutler Group LP | 205,745 | $5.63M | 0.90% | +113,544+123.1% | Added |
| Virginia Retirement Systems Et Al | 205,769 | $5.63M | 0.06% | −14,400−6.5% | Reduced |
| Providence Capital Advisors, LLC | 207,451 | $5.68M | 1.49% | −30,703−12.9% | Reduced |
| First Citizens Bank & Trust Co | 208,406 | $5.71M | 0.11% | −23,565−10.2% | Reduced |
| Bayesian Capital Management, LP | 209,300 | $5.73M | 0.65% | −64,700−23.6% | Reduced |
| Stieven Capital Advisors, L.P. | 209,679 | $5.74M | 1.49% | −208,700−49.9% | Reduced |
| Westfield Capital Management Co LP | 210,086 | $5.75M | 0.04% | +10,590+5.3% | Added |
| ARS Wealth Advisors Group, LLC | 210,674 | $5.77M | 0.95% | +11,244+5.6% | Added |
| Phraction Management LLC | 211,575 | $5.79M | 2.80% | +256+0.1% | Added |
| Toroso Investments, LLC | 212,768 | $5.83M | 0.18% | +33,727+18.8% | Added |
| Moreno Evelyn V | 214,184 | $5.86M | 1.28% | −32,195−13.1% | Reduced |
| Wedbush Securities Inc | 214,447 | $5.87M | 0.29% | −10,271−4.6% | Reduced |
| Ally Financial Inc. | 215,000 | $5.89M | 0.87% | +34,000+18.8% | Added |
| Altrafin AG | 215,200 | $5.89M | 2.57% | +64,870+43.2% | Added |
| Savant Capital, LLC | 215,278 | $5.89M | 0.09% | +2,476+1.2% | Added |
| tru Independence LLC | 215,295 | $5.89M | 2.04% | −1,989−0.9% | Reduced |
| First National Trust Co | 215,337 | $5.90M | 0.28% | −16,186−7.0% | Reduced |
| Azimuth Capital Investment Management LLC | 215,372 | $5.90M | 0.29% | −8,772−3.9% | Reduced |
| RPG Investment Advisory, LLC | 217,174 | $5.95M | 1.09% | +791+0.4% | Added |
| Riverview Capital Advisers, LLC | 217,252 | $5.95M | 2.63% | +612+0.3% | Added |
| Global Wealth Management Investment Advisory, Inc. | 217,378 | $5.95M | 1.67% | +6,716+3.2% | Added |